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Inspire Small/Mid Cap Impact ETF
ISMD

72 hedge funds and large institutions have $125M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 71 → 72 (+1)

3% more capital invested

Capital invested by funds: $121M → $125M (+$4.18M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4.75% less ownership

Funds ownership: 68.09% → 63.34% (-4.7%)

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
30
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
GTS Securities
New York
+$1.52M
2
IA
Inspire Advisors
Idaho
+$1.17M
3
IA
IFP Advisors
Florida
+$915K
4
LPL Financial
LPL Financial
California
+$827K
5
UBS Group
UBS Group
Switzerland
+$760K

Top Sellers

1
OFS
OneAscent Financial Services
Alabama
-$8.4M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.86M
3
EWA
EverSource Wealth Advisors
Alabama
-$529K
4
Citadel Advisors
Citadel Advisors
Florida
-$502K
5
PFG
PAX Financial Group
Texas
-$489K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
Inspire Advisors
Idaho
$50.1M +$1.17M +31,989 +2%
PFG
2
PAX Financial Group
Texas
$9.68M -$489K -13,349 -5%
CW
3
CreativeOne Wealth
Kansas
$9.26M +$305K +8,340 +4%
II
4
Inspire Investing
Idaho
$8.1M +$199K +5,436 +3%
LPL Financial
5
LPL Financial
California
$6M +$827K +22,594 +17%
LWAM
6
Legacy Wealth Asset Management
Minnesota
$5.41M +$42.7K +1,165 +0.8%
LI
7
LVZ Inc
Michigan
$2.98M -$69.8K -1,907 -2%
ACM
8
AlphaStar Capital Management
North Carolina
$2.52M -$209K -5,698 -8%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.1M -$1.86M -50,926 -48%
UBS Group
10
UBS Group
Switzerland
$2.04M +$760K +20,759 +63%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.77M -$2.34K -64 -0.1%
SFSG
12
Sound Financial Strategies Group
Mississippi
$1.57M +$112K +3,066 +8%
GS
13
GTS Securities
New York
$1.57M +$1.52M +41,406 New
TPI
14
Trust Point Inc
Wisconsin
$1.38M +$11.1K +304 +0.8%
EWA
15
EverSource Wealth Advisors
Alabama
$1.36M -$529K -14,451 -29%
FAM
16
Frontier Asset Management
Wyoming
$1.32M +$15.4K +420 +1%
BFS
17
Bare Financial Services
Pennsylvania
$1.25M -$336K -9,185 -22%
FAIM
18
Financial Advocates Investment Management
Washington
$1.13M +$1.61K +44 +0.1%
Goldman Sachs
19
Goldman Sachs
New York
$1.05M – – –
KOC
20
Koss-Olinger Consulting
Florida
$995K -$188K -5,121 -16%
CFD
21
Creative Financial Designs
Indiana
$967K +$138K +3,765 +17%
IA
22
IFP Advisors
Florida
$967K +$915K +24,986 +4,842%
BAM
23
Belpointe Asset Management
Nevada
$742K +$51.2K +1,397 +8%
SB
24
Strategic Blueprint
Georgia
$708K -$9.12K -249 -1%
WDL
25
Well Done LLC
Michigan
$654K – – –
1
2 3 4

ISMD Hedge Fund Activity: Q3 2024 in Review

72 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Inspire Small/Mid Cap Impact ETF (ISMD) for Q3 2024, worth a combined $125M — up 3.5% from $121M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISMD positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 21 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $1.52M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $8.4M sold.

  • 72 institutional investors held Inspire Small/Mid Cap Impact ETF (ISMD) as of Q3 2024, up from 71 in Q2 2024.
  • Funds reported $125M of Inspire Small/Mid Cap Impact ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 8 funds opened new Inspire Small/Mid Cap Impact ETF positions in Q3 2024 and 7 closed out, a net change of +1 holder.
  • The largest Inspire Small/Mid Cap Impact ETF buyer in Q3 2024 was GTS Securities, an estimated $1.52M added.
  • The largest Inspire Small/Mid Cap Impact ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $8.4M sold.

Based on aggregated 13F filings for Q3 2024.